Securing Your Future: Expert Retirement Planning for Professionals
“If the Market Becomes a Roller Coaster,
What Does That Mean for Our Retirement Lifestyle?”
You did not work this hard to fall a little short of the retirement you pictured, or worse, to watch your savings run low and have to change your plans. That worry does not end the day you retire. It changes shape: how to turn what you saved into income you can rely on, how to cover the costs that tend to arrive later, and how to pass what is left to the people you love.
It gets harder when your accounts are scattered across years and institutions, and when your attorney and accountant rarely talk to one another. As your trusted advisor, we take that coordination on, working directly with your attorney and accountant so your legal, tax, and investment decisions add up to one plan instead of three separate ones.
Fortunately, for our team at LRVS, the outcome of making your money last in retirement at a consistent level isn’t as challenging for us to picture. Especially with a 4-step process in which we:
- Identify Your Needs
- Identify Your Wants
- Identify Sources of Income
- Identify How to Fill in the Gaps
Retirement Balancing Act Case Study
Planning for Your Retirement Needs so that You Can Retire With Confidence
As a result of the proper retirement planning with an LRVS Retirement Income Advisor, you’ll find we can build a financial plan that maximizes your diverse benefits, options and compensation packages. And that can go a long way toward not only keeping your income level well-maintained but even protecting against outliving your retirement assets, while taking into account inflation, the rising cost of care, and longer life expectancy.
Here are the types of components LRVS is using in our retirement planning to help bring a future of sustainable income during retirement ever closer to reality:
Best of all, these actions aren’t executed purely from an LRVS Retirement Income Advisor’s perspective but through the joint authoring of a plan you can feel fully invested in as your own.
You bring the goals you want to achieve in the name of flexibility and freedom during retirement, thanks in no small part to a sustainable income. LRVS will bring highly accomplished retirement financial advisors with industry certifications, decades of combined experience, global research tools and insights based on a broad spectrum of client scenarios.
By tapping into our unique model of planning as Your Family CFO, you’ll feel the calm, comfort, and confidence that most people would never associate with retirement planning but our clients at LRVS always do.
If that’s appealing to you, there’s more where that came from. Talk to an LRVS certified retirement financial advisor about arranging a no-obligatory confidential consultation with an experienced retirement financial advisor from our team today.
Making Your Wealth Last Through Retirement
When the paychecks stop, your savings have to start working in a new way. As your family CFO, we help you set up a tax-aware plan for drawing from your accounts, decide which ones to use and when, and prepare for the costs that often come later, such as healthcare and long-term care. We also leave room for a down year in the market, so it does not force a change in how you live.
Passing Wealth On to Your Family
For many families, retirement planning leads naturally to the next question: what happens to this wealth later on. We help you decide how it passes to the people and causes that matter to you, work alongside your estate attorney to put that plan in place, and set it up to keep taxes on the transfer as low as the rules allow. The result is a plan your family can understand and follow.
